See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,552 | $82,882-84.9% | $127,761-90.2% | $72,985-82.8% |
| Participation rate | 95.8% | 71.5%+24.3pp | 79.0%+16.8pp | 69.5%+26.3pp |
| Annual return | 27.34% | 32.20%-4.9pp | 26.14%+1.2pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,854 | $3,346-44.6% | $4,574-59.5% | $2,440-24.0% |
| Participant deferral / active EE | $2,419 | $4,791-49.5% | $6,021-59.8% | $3,607-32.9% |
| Admin fee / account holder | $620 | $6,487-90.4% | $9,395-93.4% | $5,124-87.9% |